I remember old article, on HBR, said, semiconductor fabs are now underloaded (predicted about 70% load), so very much sense to create fabless manufacturer. Loo

I remember old article, on HBR, said, semiconductor fabs are now underloaded (predicted about 70% load), so very much sense to create fabless manufacturer. Looks like, AMD was right, to separate fabs and become fabless, and SEC for some reason cannot do it and suffer losses.